The Southern Company (SO)
NYSE: SO · Real-Time Price · USD
92.42
-0.01 (-0.01%)
May 8, 2026, 11:57 AM EDT - Market open
The Southern Company Ratios and Metrics
Market cap in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Fiscal Quarter | Current | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | May '26 May 8, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
| 104,185 | 108,807 | 95,833 | 104,352 | 101,017 | 101,058 | 90,305 | 98,809 | 84,906 | 78,442 | 76,501 | 70,585 | 76,611 | 75,870 | 77,766 | 74,030 | 75,803 | 77,044 | 72,695 | 65,676 | |
Market Cap Growth | 3.14% | 7.67% | 6.12% | 5.61% | 18.98% | 28.83% | 18.04% | 39.99% | 10.83% | 3.39% | -1.63% | -4.65% | 1.07% | -1.52% | 6.98% | 12.72% | 18.31% | 17.08% | 11.96% | 14.68% |
Enterprise Value | 179,220 | 183,628 | 170,923 | 174,559 | 170,377 | 168,651 | 158,778 | 162,676 | 149,079 | 142,791 | 142,841 | 131,034 | 136,688 | 135,168 | 138,910 | 128,480 | 130,309 | 131,059 | 130,519 | 117,929 |
Last Close Price | 92.42 | 96.52 | 87.20 | 94.77 | 91.83 | 91.95 | 82.32 | 90.18 | 77.57 | 71.74 | 70.12 | 64.72 | 70.25 | 69.58 | 71.41 | 68.00 | 71.31 | 72.51 | 68.58 | 61.97 |
PE Ratio | 23.61 | 24.69 | 22.24 | 23.57 | 23.73 | 22.05 | 20.63 | 21.02 | 18.51 | 18.59 | 19.37 | 23.45 | 24.91 | 22.52 | 21.84 | 18.33 | 21.04 | 26.76 | 24.49 | 22.05 |
Forward PE | 20.18 | 21.14 | 19.30 | 21.38 | 21.17 | 21.46 | 19.17 | 21.28 | 18.68 | 17.90 | 17.68 | 16.12 | 18.41 | 19.27 | 21.27 | 20.74 | 20.21 | 20.45 | 19.92 | 18.90 |
PEG Ratio | 2.50 | 2.81 | 2.71 | 3.18 | 3.15 | 3.39 | 2.97 | 3.06 | 2.65 | 3.04 | 3.16 | 2.88 | 3.17 | 3.34 | 3.89 | 3.70 | 3.50 | 3.65 | 3.62 | 3.42 |
PS Ratio | 3.45 | 3.61 | 3.24 | 3.61 | 3.56 | 3.63 | 3.38 | 3.74 | 3.25 | 3.09 | 3.03 | 2.69 | 2.77 | 2.61 | 2.66 | 2.64 | 2.93 | 3.23 | 3.15 | 2.92 |
PB Ratio | 2.81 | - | 2.66 | - | - | - | 2.72 | - | - | - | 2.43 | - | - | - | 2.56 | - | - | - | 2.61 | - |
P/TBV Ratio | - | - | 2.69 | - | - | - | 2.72 | - | - | - | 2.44 | - | - | - | 2.56 | - | - | - | 2.61 | - |
P/FCF Ratio | - | -31.39 | -32.65 | -57.24 | -93.80 | 962.46 | 108.41 | 143.62 | -192.97 | -78.84 | -49.61 | -36.07 | -25.67 | -27.10 | -47.97 | -52.32 | -336.90 | -166.76 | -67.88 | -79.90 |
P/OCF Ratio | 10.66 | 11.13 | 9.78 | 11.13 | 10.96 | 10.39 | 9.23 | 10.48 | 9.81 | 9.78 | 10.13 | 10.05 | 13.62 | 13.66 | 12.34 | 12.13 | 11.08 | 11.82 | 11.78 | 10.02 |
EV/Sales Ratio | 5.94 | 6.09 | 5.78 | 6.04 | 6.01 | 6.06 | 5.94 | 6.16 | 5.70 | 5.62 | 5.66 | 4.99 | 4.94 | 4.64 | 4.74 | 4.59 | 5.04 | 5.49 | 5.65 | 5.25 |
EV/EBITDA Ratio | 12.83 | 13.61 | 12.84 | 13.22 | 13.36 | 13.19 | 12.87 | 13.10 | 12.34 | 12.61 | 13.21 | 13.89 | 14.63 | 14.21 | 14.72 | 14.25 | 15.42 | 17.52 | 17.01 | 13.55 |
EV/EBIT Ratio | 22.68 | 25.18 | 23.46 | 23.51 | 23.66 | 22.87 | 22.46 | 22.54 | 21.42 | 22.63 | 24.52 | 27.55 | 28.25 | 25.97 | 25.87 | 26.22 | 29.41 | 37.62 | 35.29 | 24.79 |
EV/FCF Ratio | - | -52.98 | -58.24 | -95.75 | -158.20 | 1606.20 | 190.61 | 236.45 | -338.82 | -143.51 | -92.63 | -66.96 | -45.79 | -48.27 | -85.69 | -90.80 | -579.15 | -283.68 | -121.87 | -143.47 |
Debt / Equity Ratio | 1.90 | 1.90 | 1.90 | 1.92 | 1.89 | 1.88 | 1.80 | 1.76 | 1.81 | 1.83 | 1.80 | 1.76 | 1.80 | 1.75 | 1.71 | 1.59 | 1.70 | 1.71 | 1.71 | 1.64 |
Debt / EBITDA Ratio | 5.63 | 21.12 | 29.37 | 17.73 | 22.04 | 20.50 | 27.52 | 17.53 | 20.16 | 22.01 | 25.46 | 18.47 | 25.03 | 24.70 | 52.89 | 17.26 | 21.22 | 23.57 | 79.47 | 20.08 |
Debt / FCF Ratio | -21.93 | -44.24 | -43.88 | 131.93 | -114.42 | -59.07 | -115.06 | 49.87 | 116.38 | -142.15 | -88.06 | 352.01 | 7799.38 | -60.19 | -52.05 | -66.57 | 292.55 | 323.25 | -59.64 | 160.99 |
Net Debt / Equity Ratio | - | - | 2.01 | - | - | - | 1.96 | - | - | - | 2.00 | - | - | - | 1.88 | - | - | - | 1.93 | - |
Net Debt / EBITDA Ratio | 5.56 | 20.85 | 28.72 | 16.93 | 21.65 | 19.82 | 27.08 | 17.26 | 19.81 | 21.77 | 25.16 | 17.98 | 24.18 | 24.28 | 51.18 | 16.65 | 20.57 | 22.87 | 76.89 | 19.32 |
Net Debt / FCF Ratio | -21.65 | -43.67 | -42.91 | 125.95 | -112.37 | -57.11 | -113.21 | 49.09 | 114.33 | -140.59 | -87.02 | 342.54 | 7534.00 | -59.14 | -50.37 | -64.21 | 283.62 | 313.64 | -57.71 | 154.86 |
Asset Turnover | 0.06 | 0.06 | 0.05 | 0.05 | 0.05 | 0.05 | 0.04 | 0.05 | 0.05 | 0.05 | 0.04 | 0.05 | 0.04 | 0.05 | 0.05 | 0.06 | 0.06 | 0.05 | 0.05 | 0.05 |
Quick Ratio | 0.32 | 0.32 | 0.34 | 0.43 | 0.39 | 0.48 | 0.34 | 0.45 | 0.45 | 0.41 | 0.35 | 0.43 | 0.44 | 0.32 | 0.36 | 0.41 | 0.46 | 0.45 | 0.44 | 0.44 |
Current Ratio | 0.65 | 0.65 | 0.65 | 0.75 | 0.74 | 0.86 | 0.67 | 0.91 | 0.91 | 0.92 | 0.77 | 0.84 | 0.83 | 0.69 | 0.66 | 0.81 | 0.85 | 0.89 | 0.82 | 0.86 |
Return on Equity (ROE) | 3.47% | 3.47% | 0.90% | 4.54% | 2.32% | 3.49% | 1.30% | 4.25% | 3.36% | 3.05% | 2.28% | 4.05% | 2.43% | 2.38% | -0.41% | 4.33% | 3.31% | 3.02% | -0.88% | 3.38% |
Return on Assets (ROA) | 1.13% | 1.13% | 1.06% | 1.41% | 0.91% | 1.14% | 0.64% | 1.35% | 1.12% | 1.03% | 0.88% | 1.28% | 0.86% | 0.82% | 0.06% | 1.31% | 1.01% | 0.93% | -0.13% | 1.03% |
Return on Invested Capital (ROIC) | 1.18% | 1.18% | 1.12% | 1.50% | 0.95% | 1.19% | 0.67% | 1.42% | 1.17% | 1.06% | 0.92% | 1.36% | 0.91% | 0.86% | 0.07% | 1.38% | 1.06% | 0.97% | -0.14% | 1.09% |
Return on Capital Employed (ROCE) | 1.46% | 1.46% | 0.68% | 1.93% | 1.34% | 1.53% | 0.83% | 1.84% | 1.53% | 1.36% | 0.99% | 1.71% | 1.06% | 1.02% | 0.12% | 1.84% | 1.42% | 1.19% | -0.29% | 1.51% |
Earnings Yield | 4.19% | 4.05% | 4.50% | 4.24% | 4.21% | 4.54% | 4.85% | 4.76% | 5.40% | 5.38% | 5.16% | 4.26% | 4.01% | 4.44% | 4.58% | 5.46% | 4.75% | 3.74% | 4.08% | 4.53% |
FCF Yield | -3.33% | -3.19% | -3.06% | -1.75% | -1.07% | 0.10% | 0.92% | 0.70% | -0.52% | -1.27% | -2.02% | -2.77% | -3.90% | -3.69% | -2.08% | -1.91% | -0.30% | -0.60% | -1.47% | -1.25% |
Dividend Yield | 3.29% | 0.72% | 0.79% | 0.73% | 0.75% | 0.73% | 0.81% | 0.74% | 0.89% | 0.93% | 1.00% | 1.08% | 1.00% | 0.98% | 0.95% | 1.01% | 0.95% | 0.91% | 0.96% | 1.06% |
Payout Ratio | 76.12% | 57.23% | 182.93% | 44.42% | 86.14% | 55.17% | 137.45% | 47.75% | 62.68% | 64.92% | 89.36% | 53.80% | 91.17% | 86.08% | -851.72% | 50.34% | 65.31% | 68.02% | -325.58% | 63.58% |
Buyback Yield / Dilution | -1.04% | -2.08% | -1.00% | -0.46% | -0.46% | -1.01% | -0.55% | -0.46% | 0.18% | 0.36% | -0.18% | -0.92% | -2.43% | -2.71% | -2.64% | -1.98% | -0.47% | -0.28% | -0.38% | -0.28% |
Total Shareholder Return | 2.25% | -1.37% | -0.21% | 0.27% | 0.29% | -0.28% | 0.26% | 0.28% | 1.07% | 1.30% | 0.81% | 0.16% | -1.43% | -1.74% | -1.68% | -0.97% | 0.48% | 0.63% | 0.58% | 0.78% |
Updated Apr 29, 2026. Data Source: Fiscal.ai. Utilities template. Financial Sources.